Questions tagged [approval-process]

Approval process is a process within a SharePoint workflow where editors get their work approved or rejected by a user with approval rights

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1answer
949 views

SharePoint Workflow approvals at the folder level?

I am new to SharePoint 2013 and am being asked to make a approval process for our Market Reviews. The reviews are generally 3-7 files of various types (pdf, tbwx, xls etc...). These are all usually ...
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1answer
416 views

Is it possible to get the last approved date and approver name for a List Item?

I have a requirement to show when an item was last approved by an approver and the name of approver. I searched and could find that Approval Status and Approval comments can be obtained by the columns ...
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3answers
9k views

Approval workflow with specified approver

I am quite a newbie with SharePoint Designer. I have been playing around a bit with approval workflows, but I can't seem to get it right. Can someone please help me a bit with some kind of guide of ...
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1answer
42 views

approve a request even when the approval email link has been lost

I have created a workflow which runs when a form request has been submitted. Currently, the approval manager will receive a notification email with a link to the approval page. However, as some ...
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0answers
1k views

Approval workflow with multiple assignment stages in SharePoint 2013

For a while I've been using customised versions of the built-in 2010 SharePoint Designer approval workflows with my SharePoint Online site. I now want to build equivalent workflows using the 2013 ...
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2answers
54 views

SharePoint Workflow Logic When New Item Is Created

Background: I am using SharePoint 2013. I do not have admin-rights to SPD, because I am at a large company where SPD access is not granted to everyone. However, on Friday I am meeting with the dev-...
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3answers
804 views

OOTB Publish Approval Workflow, is there some option to end on first Approval?

I have sharepoint 2013. I have the OOTB list "pages". I have add the "Approval - SharePoint 2010" workflow to this list. Now I have add the sharepoint group "approvers" to the field approvers. How ...
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1answer
163 views

Sharepoint 2010 workflow on sharepoint 2013 syntax

So I have a workflow on a list, I need to have versioning set and to hide drafts so I nned to have content approval on on the list but I also require a workflow to ensure that the information put in ...
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1answer
174 views

Task Completed Event does not triggers in OOB Approval Workflow SP2010

When I approve a Task using JSOM code it doesn't triggers "When Task is Completed" step in approval workflow. But when I approve it through OOB InfoPath form, it does triggers and send the mails as ...
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1answer
42 views

How can I assign a task/send an email to a user based on a variable in a different list?

I have a data list for all my SP users (custom list, not the user info list). There is an added column (look-up field) for their manager, so each user has a direct manager tagged on their 'item' ...
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0answers
381 views

What happens when a task expires

I have a workflow with dynamic approvers, with duration per task set to 1 day. When approvers open the task form, they only see Reassign and Cancel buttons, no Approve or Reject buttons. Is the ...
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0answers
46 views

Changing the Approved/Pending/Rejected Heading

I've enabled Version Settings which means that submissions to a list can be approved/rejected or put pending as appropriate. What i'm looking to do is change the Approved/Pending/Rejected name - I'd ...
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1answer
115 views

Restrict Approval Requirement to List Item Creation

I have set an approval requirement on my list, so that whenever an item is created, it will be in "draft mode" until it is approved by the user with the required permissions. Here is a screenshot of ...
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1answer
2k views

Approver Comments not visible in List item

I have a Custom List where users can add new items and then moderators can approve or reject the items. When I approve a list item the Approval Status and Approve Comments are visible in the list ...
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1answer
339 views

if-and-else-if workflow

I am having a problem in my workflow. Basically I have two variables (1) Business Unit and (2) Billing Information. I am creating a workflow that would hold the following: If Business Unit = A AND ...
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1answer
124 views

SharePoint 2013 workflow different approvers for documents

Can I create a publishing approval workflow, applying different approvers and publishers for each document of the same library
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1answer
85 views

Permission documents within library so only initiator and approver (varying) can see it

I am trying to build out a performance review site and need to allow reviewee (document originator) and approver the ability to see document (no one else). I need for the reviewee to upload their ...
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1answer
585 views

Remove Rejected Button in Approving Workflow SharePoint 2013

I want to hide Rejected, Revise, and the other button in Approving Workflow SharePoint 2013.
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1answer
168 views

Two layer approval workflow

I come from a development background and have only been using SharePoint for a year, and i am need of some help, I have been dealing with a customer using SharePoint 2013 who have a specific ...
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2answers
854 views

Approval with Event Receiver

Is it possible to do an approval with event receiver? I tried to do this with sharepoint designer but when I put a lot of file (more than 200) on approbation, my workflow crash randomly. So I want to ...
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1answer
148 views

Default Values do not get applied to new versions of documents

Default values work correctly when a document is first uploaded to a library. But when that document is modified and re-uploaded to the library, the default values are not applied. I've tested this ...
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5answers
5k views

What does status “in progress” mean on SharePoint Tasks?

I am new on SharePoint and I want to know what does the status In Progress mean on SharePoint Designer 2010 Approval Workflow's Tasks, because tasks, normally, begin with status Not Started and any ...
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677 views

Change Status of Workflow Approval Process Task

I have added an Approval Process to a list workflow which is creating tasks in a separate task list. When I approve or reject a task, the status of the particular task remains "In Progress". How can ...
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1answer
89 views

Scheduling Start Date

I have an OOTB publishing workflow on a Pages Library and I am getting issue on scheduling start date. When I put future date and time for Scheduling start date and completes the workflow, it ...
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2answers
3k views

Simple example of a custom workflow with email and single approval

So I have been tasked with creating a SharePoint calendar that allows approved people to enter an event in a calendar. They will then receive a confirmation email that they workflow has been started. ...
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0answers
29 views

SharePoint 2010 - Disable approval workflow and its automatic link to versions

I have an existing document library where the approval workflow is linked to the versions (which I belive is one of SharePoint's fundamental processes). I need to 'dismantle' this workflow for PDF ...
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1answer
3k views

Approve Workflow Task With PowerShell [closed]

We have over a thousand approval workflows running and I would like to write a PowerShell script to go through and approve the items from the system account. I already wrote the script to get the ...
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1answer
56 views

Global Workflow for document approval apply all libraries - will this work?

I've searched around and I think I understand Global Workflows but would like to know if this would work before I start developing it since it will take me a few hours. What I have is a site with 36 ...
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1answer
53 views

How can I start a Workflow from an Email Hyperlink?

Is it possible to fire a Workflow from a hyperlink in an Email? For example: I have an item which requires more steps than the basic 'Approval' Workflow. I would like Managers to be able to start the ...
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1answer
43 views

Approving list items based on the selected list filter web parts's value

I have a list and a list filter web part in the page. The list filter web part filters the list by Created by column. After filtering, I want the list to be approved. The filtered rows should be ...
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2answers
101 views

Manage Document permission using SP Designer Workflow

I want to manage Document permission in document library using SharePoint Designer workflow like manage item level permission of list using workflow. Can I manage permission of document using ...
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1answer
280 views

InfoPath forms on Intranet

I have a requirement to convert all our current Word based forms to a web based format to allow users to submit via our Intranet. I am looking at using InfoPath 2010 with SharePoint 2010 to do this. ...
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1answer
3k views

Approve tasks not assigned to me

I have created a 3-tier Approval workflow by sharepoint designer 2010 action "Start Approval Process" for a Service Request List. The three approvers can be assumed as team lead, project manager, ...
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1answer
181 views

how to send approve variable in Sharepoint Designer WF

I have a requirement where i send an email using SharePoint Designer to a person and when he clicks on the link on the email in outlook it has to approve the task without opening SharePoint site. To ...
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1answer
27 views

SharePoint Designer Workflow Notifications

I need to create a SPD Workflow where an email should be sent to a manager from a user and the manager has 7 days to review the email and approve it. If the manager approves the email before 7 days ...
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0answers
355 views

Sharepoint Designer 2010 Task Workflow handling Out of Office replies

Environment: Sharepoint 2010, Sharepoint Designer 2010, Outlook 2010 with Exchange 2010. I have an Approval workflow and so far it works properly. It is handling the way I wanted it to work. There ...
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0answers
157 views

Access Version History and Approval from Word Macro

Our word document templates include a table that includes a version history and a second table with the list of approvers of the document. I would like to populate these tables from a VBA macro that ...
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2answers
701 views

Send Email when document is rejected

My scenario: In document library there are folders which are created automatically. Managers uploads files into them, client approves/rejects those folders as a whole. Well, setting a workflow which ...
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1answer
263 views

Jquery accessing an element in Approval Task Form

I've been dealing with an error I can't solve. I've got an approval task form in which I want to hide the ribbon depending on the value of a field. The HTML generated when clicking the task link: ...
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0answers
148 views

Start a task process (Get user)

I am using "start a task process" to generate an approval task. The task is assigned to several users (so "assign task" is not an option) but is configured so that the first response is the good one. ...
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1answer
42 views

Sharepoint Approval Workflow - Task Approval sent to Directory List - Task Email not Sending

Created a Approval Workflow as follows: Start **Approval Process** process on **Current Item** with **PT.KT.Admin** Here PT.KT.Admin is a DL used by me.. which has approximately 16 members. When i ...
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1answer
5k views

Approval workflow “request change” task

I have a query about the Approval workflow in SharePoint 2010. When an Item is saved to the List, the request is updated to “in progress”. At this point, a Worklow Task is created. Users can then ...
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2answers
3k views

Can a user approve without edit permission?

When edting permission level at Sharepoint the Design level has the 'approval' option with the 'edit site' enabled. By default when I click at approval option, it automatic checks the edit box, even ...
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1answer
1k views

Unable to approve folder in Master Page Gallery

I am an administrator/developer and I have created a news site publishing site and all everything in the "Master Page Gallery" Needs to be approved. First I tried to use 'PublishingSite.PageLayouts' ...
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1answer
2k views

The item is currently locked for editing & Open Task button not disappearing in InfoPath

I have an InfoPath form that submits to a SharePoint 2010 Library. It has promoted fields which can be edited by SharePoint. Basically, someone gets assigned an approval task via workflow, they then ...
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46 views

Workflow Approval - Sharepoint 2013

I have got a problem with Workflow. When I don't add a Approval Condition it's works great: But When I add a Approve to workflow its not starting the workflow after Aproving element: And the list ...
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0answers
1k views

Attach file to approval workflow email

There is a working approval workflow process using SharePoint 2010, Outlook 2010 and InfoPath 2010. When the task is reassigned to an individual the user needs to attach a document to the task ...
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1answer
44 views

What are the list workflow approval field values in a REST call?

I looked at the REST call for a list and noticed that the value for approval was <d:approval m:type="Edm.Int32">16</d:approval> for 'Approved' and <d:approval m:type="Edm.Int32">...
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2k views

Setting SharePoint 2013 Workflow Approval Status via Task Outcome

Moving from SharePoint 2010 OOTB workflows to the new SharePoint 2013 workflows is proving to be a bit painful IMO. On my document library I set content approval , content type management and ...
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1answer
138 views

SharePoint content approval message explanation

After disabling content approval, pending and rejected items may appear in public views. What I have an issue with is that may. A client requested if there is there any documentation/test cases ...